Institutional Ownership Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI). We have compiled data on the 539 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
6,304,666
shares
|
$183 Million
26.89% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,038,795
shares
|
$175 Million
0.02% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
5,435,925
shares
|
$158 Million
17.91% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,318,409
shares
|
$125 Million
0.02% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,206,593
shares
|
$122 Million
0.19% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,767,842
shares
|
$109 Million
0.04% of portfolio
|
Q3 2024
Added 126.02%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
3,535,704
shares
|
$103 Million
16.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,450,760
shares
|
$100 Million
0.02% of portfolio
|
Q3 2024
Added 33.89%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,768,230
shares
|
$80.3 Million
2.18% of portfolio
|
Q3 2024
Added 20.76%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,737,713
shares
|
$79.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,665,373
shares
|
$77.3 Million
1.67% of portfolio
|
Q3 2024
Added 390.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,427,194
shares
|
$70.4 Million
0.92% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
2,425,472
shares
|
$70.3 Million
12.33% of portfolio
|
Q3 2024
Added 33.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,361,738
shares
|
$68.5 Million
1.19% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,276,664
shares
|
$66 Million
0.13% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,211,105
shares
|
$64.1 Million
0.62% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,045,007
shares
|
$59.3 Million
10.33% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
1,888,694
shares
|
$54.8 Million
7.75% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
1,826,043
shares
|
$53 Million
5.71% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,816,611
shares
|
$52.7 Million
0.59% of portfolio
|
Q3 2024
Added 1116.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$52.6 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,775,520
shares
|
$51.5 Million
1.53% of portfolio
|
Q3 2024
Added 4680.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,628,374
shares
|
$47.2 Million
0.3% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,613,286
shares
|
$46.8 Million
6.21% of portfolio
|
Q3 2024
Added 56.97%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,605,339
shares
|
$46.6 Million
4.42% of portfolio
|
Q2 2024
Added 6.87%
|